FinTech Disruptors: Strategizing Innovation in Wealth Management

FinTech Disruptors: Strategizing Innovation in Wealth Management

Rohit Mahna, General Manager of Financial Services at Salesforce, talks about shifts in the technology and regulatory landscape across the wealth management industry. Mahna explores how disruptors are competing with impressively differentiated client experiences, and how leading firms are leveraging technology to personalize client relationships at scale - both fast and cost effectively.